お知らせ • Apr 02
Briscoe Group Limited, Annual General Meeting, May 07, 2026 Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand Declared Dividend • Mar 15
Final dividend of NZ$0.12 announced Shareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 11
Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025) Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. お知らせ • Mar 02
Briscoe Group Limited, Annual General Meeting, Mar 20, 2026 Briscoe Group Limited, Annual General Meeting, Mar 20, 2026. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share. Board Change • Nov 19
High number of new directors Independent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025. Board Change • Sep 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 06
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Aug 04
Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025 Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025 Board Change • Jun 04
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Apr 09
Briscoe Group Limited, Annual General Meeting, May 15, 2025 Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand Declared Dividend • Mar 14
Final dividend of NZ$0.12 announced Shareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. お知らせ • Mar 13
Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025 Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025. Reported Earnings • Mar 12
Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024) Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia. お知らせ • Mar 12
Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025 Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025. お知らせ • Mar 10
Briscoe Group Limited, Annual General Meeting, Mar 24, 2025 Briscoe Group Limited, Annual General Meeting, Mar 24, 2025. お知らせ • Feb 04
Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025 Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025 お知らせ • Jan 10
Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025 Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year. Board Change • Jan 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Dec 24
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 07
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 17
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Sep 12
Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024 Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024. お知らせ • Aug 02
Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024 Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024 Board Change • Apr 26
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Apr 09
Briscoe Group Limited, Annual General Meeting, May 16, 2024 Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters. Declared Dividend • Mar 16
Final dividend of NZ$0.19 announced Shareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 13
Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023) Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year. Board Change • Mar 07
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Feb 02
Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024 Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024 Board Change • Feb 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Sep 14
Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023 Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023. Reported Earnings • Sep 14
First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023) First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year. New Risk • Aug 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. お知らせ • Aug 10
Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023 Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023 Reported Earnings • Mar 17
Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022) Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment deteriorated over the past week After last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years. Reported Earnings • Sep 15
First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022) First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.